+82.2%
UBER vs INTU
+45.7%
+36.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +1.5% |
| 7D | -3.9% | -7.1% | +3.2% | -0.3% |
| 30D | +11.1% | +1.5% | +9.7% | +9.8% |
| 3M | +4.9% | +10.7% | -5.7% | -1.6% |
| 6M | -1.2% | -23.8% | +22.7% | +8.8% |
| YTD | -7.3% | -49.3% | +42.0% | +27.2% |
| 1Y | -17.6% | -49.7% | +32.0% | +13.0% |
| 3Y | +61.1% | -38.0% | +99.1% | +85.3% |
| 5Y | +87.9% | -38.7% | +126.6% | +105.7% |
| All | +82.2% | +45.7% | +36.6% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded INTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling